def CopyCustomers(session, session_new):
attributes = ['Active', 'Discount', 'TaxIncluded', 'Credit', 'Notes']
# 'TaxTableOverride', 'Terms', 'TaxTable'
# These attributes are not copied, and are lost.
# you can include them to coppy and manually copy XML from the old XML
# file to the new one !
# Tables to copy are: <gnc:GncBillTerm version="2.0.0">
# and <gnc:GncTaxTable version="2.0.0">
# The TaxTable needs to be edited afterwards, since the account reference changed.
commodtable = session_new.book.get_table()
for customer in Query.getCustomers(session.book):
commod = commodtable.lookup('CURRENCY',
customer.GetCurrency().get_mnemonic())
customer_new = Customer(session_new.book, customer.GetID(), commod,
customer.GetName())
for attrib in attributes:
getattr(customer_new,
'Set' + attrib)(getattr(customer, 'Get' + attrib)())
for job in customer.GetJoblist(True):
job_old = Job(instance=job)
if job_old.GetActive() == True:
job_new = Job(book=session_new.book,
id=job_old.GetID(),
owner=customer_new,
name=job_old.GetName())
_CopyAddress(customer.GetAddr(), customer_new.GetAddr())
_CopyAddress(customer.GetShipAddr(), customer_new.GetShipAddr())
def iscustomer(company):
book = GncFile.book
query = Query()
query.search_for('gncCustomer')
query.set_book(book)
for result in query.run():
customer = Customer(instance=result)
if customer.GetName() == company:
query.destroy()
return customer
query.destroy()
return None
def setUp(self):
BookSession.setUp(self)
self.today = datetime.today()
self.bank = Account(self.book)
self.bank.SetType(ACCT_TYPE_BANK)
self.bank.SetCommodity(self.currency)
self.income = Account(self.book)
self.income.SetType(ACCT_TYPE_INCOME)
self.income.SetCommodity(self.currency)
self.receivable = Account(self.book)
self.receivable.SetType(ACCT_TYPE_RECEIVABLE)
self.receivable.SetCommodity(self.currency)
self.customer = Customer(self.book,'CustomerID',self.currency)
self.vendor = Vendor(self.book,'VendorID',self.currency)
self.employee = Employee(self.book,'EmployeeID',self.currency)
self.job = Job(self.book,'JobID',self.customer)
self.invoice = Invoice(self.book,'InvoiceID',self.currency,self.customer)
self.invoice.SetDateOpened(self.today)
entry = Entry(self.book)
entry.SetDate(self.today)
entry.SetDescription("Some income")
entry.SetQuantity(GncNumeric(1))
entry.SetInvAccount(self.income)
entry.SetInvPrice(GncNumeric(100))
self.invoice.AddEntry(entry)
self.invoice.PostToAccount(self.receivable,
self.today, self.today, "", True, False)
def GetCustomerByEmail(self, email):
q = Query()
q.search_for('gncCustomer')
q.set_book(self._book)
c = None
for result in q.run():
tmp = Customer(instance=result)
if tmp.GetAddr().GetEmail().lower() == email.lower():
c = tmp
break
q.destroy()
return c
def GetCustomerByName(self, name):
q = Query()
q.search_for('gncCustomer')
q.set_book(self._book)
c = None
for result in q.run():
tmp = Customer(instance=result)
if tmp.GetName().lower() in name.lower():
c = tmp
break
q.destroy()
return c
def get_customers(book):
customers = []
query = Query()
query.set_book(book)
query.search_for("gncCustomer")
for result in query.run():
customers.append(Customer(instance=result))
query.destroy()
return customers
def get_all_customers(book):
"""Returns all customers in book.
Posts a query to search for all customers.
arguments:
book the gnucash book to work with
"""
query = gnucash.Query()
query.search_for('gncCustomer')
query.set_book(book)
customer_list = []
for result in query.run():
customer_list.append(Customer(instance=result))
query.destroy()
return customer_list
a4.SetCommodity(CAD)
a5 = Account(book)
a4.append_child(a5)
a5.SetName('Tax payable')
a5.SetType(ACCT_TYPE_LIABILITY)
a5.SetCommodity(CAD)
a6 = Account(book)
a.append_child(a6)
a6.SetName('Bank')
a6.SetType(ACCT_TYPE_ASSET)
a6.SetCommodity(CAD)
# name isn't required, ID and currency are
new_customer = Customer(book, "1", CAD, "Bill & Bob Industries")
# not required, but a good idea because the GUI insists on basic address info
address = new_customer.GetAddr()
address.SetName("Bill & Bob")
address.SetAddr1("201 Nowhere street")
new_employee = Employee(book, "2", CAD, "Reliable employee")
new_vendor = Vendor(book, "3", CAD, "Dependable vendor")
new_job = Job(book, "4", new_vendor, "Good clean, fun")
# 7% tax
tax_table = TaxTable(book, "good tax",
TaxTableEntry(a5, True, GncNumeric(700000, 100000)))
def new_customer(book, row, USD):
# Assume customer exists. Check id and company for new customer.
cid = ''
testcompany = None
if 'company' in row.keys():
company = row['company']
else:
print "Company missing in %s" % row
return 1
# Get company and ID from existing Customers
try:
testcompany = GetCustomers.iscustomer(company)
cid = testcompany.GetID()
except AttributeError:
pass
if 'id' in row.keys():
if row['id'] != cid:
cid = row['id']
testid = book.CustomerLookupByID(cid)
else:
testid = testcompany
else:
testid = None
if testid is None and testcompany is None:
# If ID missing, create one
if not cid:
cid = book.CustomerNextID()
# Customer not found, create.
cust_acct = Customer(book, cid, USD, company)
elif testid == testcompany:
# ID and Company match, use.
cust_acct = testid
elif testid is not None and testcompany is None:
# Customer found by ID, update Company
cust_acct = testid
cust_acct.SetCompany(company)
# elif testid is None and testcompany is not None:
else:
if not cid:
# Customer found by Company, ID missing, use.
cust_acct = testcompany
else:
# Customer found by Company, update ID
cust_acct = testcompany
cust_acct.SetID(cid)
try:
assert (isinstance(cust_acct, Customer))
except AssertionError:
print cust_acct, " didn't work"
return 2
# Update the rest if they're in the row
address = cust_acct.GetAddr()
if 'name' in row.keys():
address.SetName(row['name'])
if 'addr1' in row.keys():
address.SetAddr1(row['addr1'])
if 'addr2' in row.keys():
address.SetAddr2(row['addr2'])
if 'addr3' in row.keys():
address.SetAddr3(row['addr3'])
if 'addr4' in row.keys():
address.SetAddr4(row['addr4'])
if 'phone' in row.keys():
address.SetPhone(row['phone'])
if 'fax' in row.keys():
address.SetFax(row['fax'])
if 'email' in row.keys():
address.SetEmail(row['email'])
if 'notes' in row.keys():
cust_acct.SetNotes(str(row['notes']))
address = cust_acct.GetShipAddr()
if 'shipname' in row.keys():
address.SetName(row['shipname'])
if 'shipaddr1' in row.keys():
address.SetAddr1(row['shipaddr1'])
if 'shipaddr2' in row.keys():
address.SetAddr2(row['shipaddr2'])
if 'shipaddr3' in row.keys():
address.SetAddr3(row['shipaddr3'])
if 'shipaddr4' in row.keys():
address.SetAddr4(row['shipaddr4'])
if 'shipphone' in row.keys():
address.SetPhone(row['shipphone'])
if 'tax item' in row.keys():
tablename = row['tax item']
try:
cust_taxtable = book.TaxTableLookupByName(tablename)
assert (isinstance(cust_taxtable, TaxTable))
if 'sales tax code' in row.keys():
sales_tax_code = row['sales tax code']
if sales_tax_code == 'Tax':
cust_acct.SetTaxTable(cust_taxtable)
cust_acct.SetTaxTableOverride(True)
elif sales_tax_code == 'Non':
cust_acct.SetTaxTable(cust_taxtable)
cust_acct.SetTaxTableOverride(False)
else:
print "%s sales tax code %s not recognized assume Tax \
and use TaxTable %s" \
% (company, sales_tax_code, tablename)
cust_acct.SetTaxTable(cust_taxtable)
cust_acct.SetTaxTableOverride(True)
except:
print "%s TaxTable %s does not exist. Customer Tax not updated" \
% (company, tablename)
raise
return 0